You can import CSV and Excel files with addresses and contact information of your customers, suppliers, and partners to your address book. Save information on your regular customers and create shipments fast.

Read more about the address book.

Introduction

Upload more addresses and contacts to your address book once, by importing a CSV or Excel file.

Below is an example of a CSV and Excel file.

You can download the files to your own computer and use them as templates for your own addresses.

It is most convenient to work with Excel files, which we recommend you to use, if you have Excel installed on your computer.

CSV file

Example of the content in a CSV file with one address line:

name,address,zip code,city,country,e-mail,mobile,order_id
"James Woods","20 Stork Rd",E7 9HR,"London",GB,james.w@email.com,12345678,1337

Click here to download the CSV file.

Excel file

Example of an Excel file, containing one address line:

Click here to download the Excel file.


How to do it

The procedure for importing is the same for CSV and Excel files.

In the assessment below, we use a CSV file as an example.

1. Upload file

Go to Shipments > Address Book and click the button with the three dots at the bottom right.

File: Here, the local file on your computer is selected.

Select encoding (only required for CSV files): Here, you select the character set, that the files use. The character set depends on which program has been used to generate the file. If you are in doubt, you can give it a try yourself. In our CSV file, we have selected "UTF-8".

Choose field separator (only required for CSV files): Here, you select how the data in the file is separated. In our CSV file, we have selected comma “,”.

File contains column headers: Here, you choose whether or not the first line is a header. That is; whether the first line contains a description of the fields. In our CSV file, the first line is field headers.

When the selections and choices have been made, click Next.

2. Field settings

You will now see the window below pop up. Here you can see all the columns that you can fill out in the system, based on your imported file.

Each column has a dropdown-box as well as a text field. In the dropdown-box the fields loaded from the file are being displayed.

It is possible to save the configuration setup as a mapping for later use. That is, if you subsequently need to import another file with the same format, you can reuse the set-up. The configuration is being saved by clicking Saved mappings > Save mapping.

When the configuration is done, click Next.


3. Import to drafts

The system will now start the import of the file. You will be notified when it is finished.

4. Create shipment from the address book

The imported files can now be found under Shipments > Address Book.

You can now create a shipment directly from your address book or obtain a recipient address, when you create a new shipment. Find out more in our guide for the address book.

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